Enter Sales Part/Non-Inventory Sales Part/Package Part Charges

Explanation

This activity is used to connect site specific charge types to sales parts, non-inventory sales parts, and package parts. A charge type is used to enter various information that should be connected to a specific charge. By connecting a charge type to a sales part, non-inventory sales part, or a package part, you will not have to enter a new charge line each time a customer order or a sales quotation line is created. The information entered here will be used as the default values as soon as you enter a customer order or sales quotation line. When selecting a package part, only the charges entered for the package part will be retrieved, charges set for component parts will not be retrieved when entering the package part in the customer order or quotation line. However it is not possible to connect a pack size charge type to any of the above parts. 

Prerequisites

• A sales part, a non-inventory sales part relating to goods, or a package part record must have been entered and saved.
• Charge types must have been entered on the Sales Charge Type tab.

System Effects

• The charges entered will be used as default values as soon as you select the sales part, non-inventory sales part, or package part in the customer order or quotation line.
• If the charge is connected to a customer, then the charge information will be used as default only for that particular customer.
• If the Print Charge check box is selected, then this line will be printed on the external reports.
• If the Intrastat Exempt check box is selected, then this charge will be excluded from Intrastat reports.

Window

Sales Part
Non-Inventory Sales Part
Package Part

Related Window Descriptions

Sales Part
Non-Inventory Sales Part
Package Part

Procedure

1. Open the Sales Part, Non-Inventory Sales Part, or Package Part window and query for the required part.
2. On the Charges tab, click New.
3. In the Charge Type field, either enter a value or select one from the List of Values.
4. The default value for the Charge Price/Base field or the Charge % field is displayed, based on the charge type. You can change this value if necessary.
5. To print the charge line on the external report, select the Print Charge check box.
6. If you want the charge to be specific to a particular customer, then select a customer in the Customer No. field from the List of Values.
7. The Intrastat Exempt check box will be either selected or cleared based on the default value for the charge type. The value can be changed.
8. Save the changes.